Message-ID: <4532884.1075854956030.JavaMail.evans@thyme> Date: Thu, 5 Jul 2001 19:03:00 -0700 (PDT) From: jrw@partnersinwealth.com To: sarah.mcconnell@compaq.com Subject: Investment Allocation Cc: mmcconn3@ei.enron.com Mime-Version: 1.0 Content-Type: text/plain; charset=ANSI_X3.4-1968 Content-Transfer-Encoding: quoted-printable Bcc: mmcconn3@ei.enron.com X-From: jrw X-To: sarah.mcconnell X-cc: mmcconn3 X-bcc: X-Folder: \MMCCONNE (Non-Privileged)\Misc X-Origin: McConnell-M X-FileName: MMCCONNE (Non-Privileged).pst .subMenuLink { COLOR: #006666; FONT-FAMILY: Times New Roman; TEXT-DECORA= TION: none } .subMenuLink:hover { COLOR: #660000; FONT-FAMILY: Times New Ro= man; TEXT-DECORATION: underline }=20 =09=09=09=09=09[IMAGE]=09 [IMAGE] =09 =09[IMAGE] =09 =09[IMAGE] =09[IMAGE]=09 =09=09=09=09=09[IMAGE]=09 =09=09=09=09=09[IMAGE][IMAGE] [IMAGE] [IMAGE] =09 =09=09=09=09=09[IMAGE]home =09 [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE]= [IMAGE] [IMAGE] [IMAGE] [IMAGE][IMAGE]=09 Sarah - Wow! It's a good = thing we evaluated the diversification of your overall investment portfol= io. Withdrawing funds last fall really threw your portfolio out of proper = allocation. You currently have a large portion of your portfolio in one as= set class...U.S. large cap stocks. No harm done in the short term, the lon= g term could be a different story, however. We would like to see you mo= ve your Coopers account to TD Waterhouse. Is that possible? As you know th= e selection of funds is much broader, and we could do a much better job of= allocating your funds. We're having a hard time making the portfolio "wor= k" with the limit selection Coopers has available. It would make sense to = move Mark's Duke account to TDW, as well. Let me know what you and Mark = think of the idea. James R. Waters, CFP PARTNERSINWEALTH 3400 Bissonn= et? Suite 145 Houston, TX 77005-2153 713.964.4028 phone 713.963.2977 fax = jrw@partnersinwealth.com www.partnersinwealth.com =09